Assist the Onboarding Specialist with guiding new clients through implementation, compiling assets, configuring accounts, training users, and coordinating with external partners.
Serve as first point of contact for client questions, offering solutions and advice; handle technical tasks like reviewing API requests/responses, analyzing customer data, and occasionally managing PHP code.
Maintain proactive client communication, advise on best practices and product usage strategies.
Identify upsell/cross-sell opportunities, advocate for custom solutions via professional services, and prepare data-driven reports.
Refine onboarding and support procedures to ensure client retention and low churn.
Full-time, fully remote position based in the United States or Canada, with working hours aligned to 9 am–6 pm EST.
Requirements
Customer-facing experience, ideally in a SaaS, fintech, or B2B environment.
Curious, coachable, and eager to grow into a more technical role.
Managed client relationships and supported users.
Familiar with basic technical concepts like APIs, PHP, and MySQL or excited to learn them.
Experience with Microsoft Office, especially Excel; familiarity with Zoho CRM is an asset.
Excellent verbal and written communication skills.
Comfortable working independently and managing competing priorities.